Evergreen Planned Giving, LLC
4500 9th Avenue NE, Suite 300
Seattle, WA 98105
Seattle, WA 98105
Bill Zook is the principal of Evergreen Planned Giving, LLC, which was formed in 2016. Now in his third decade as a planned giving consultant, he has served hundreds of clients throughout the U.S. Bill worked initially with Planned Giving Services, Inc. and its founder, Frank Minton, beginning in 1996 and then with planned giving software and services company PG Calc Incorporated from 2005 to 2015. Prior to becoming a consultant, Bill practiced estate planning law. He is a former president of the Washington Planned Giving Council, a member of the National Association of Charitable Gift Planners and its Leadership Institute, and a member of the Seattle Estate Planning Council and the East King County Estate Planning Council. He holds a J.D. from the University of Washington School of Law and a B.A. with high distinction in Religious Studies from the University of Virginia. Bill’s current community involvement focuses on organizations working to alleviate homelessness. In addition, for over 30 years he has held numerous leadership positions with his church, a progressive, urban congregation with a $25 million endowment deriving primarily from planned gifts.
Leadership Institute, CGP Conference Speaker
Title of Presentation 1
Charitable Remainder Trusts for Those with Authority Issues
This is essentially an exploration of the possibility of having a donor establish a nonqualified charitable remainder trust. The presentation touches on the benefits and drawbacks of such trusts and identifies scenarios in which they might be especially appropriate.
Title of Presentation 2
Tax-nimble Planned Giving
This presentation takes a look at the ways tax laws do -- and do not -- affect planned giving. It also considers how current tax incentives may expand or contract over time, as well as how we have already become accustomed to dealing with a variety of different tax outcomes that depend on the asset used to make a gift, the way the gift is structured, and the recipient of the gift.
Title of Presentation 3
Lessons Learned in Appraising Life Income Interests
With respect to several types of planned gifts, it is possible for the beneficiary of a gift's non-charitable interest to surrender that interest to charity. When this is done, quite often the beneficiary will need to obtain a qualified appraisal of the value of that interest in order to substantiate the income tax charitable deduction resulting from the surrender. This presentation, which is based on over a decade of experience appraising dozens of such interests, focuses on potential pitfalls to be considered when such a surrender is contemplated.
Presentation Topic Areas
Gift Design, Current Events
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